There’s no shortage of opinions about the health of the economy.

This week, we got something better: actual results.

In our latest Earnings Watch Party, we’re gave our readers free insight and separated fact from fiction regarding:

  • consumer spending,
  • housing and home improvement demand,
  • industrial and agricultural demand,
  • China and global consumer trends, and
  • semiconductor demand.

We’re don’t just recap what the specific companies reported.

We feature forensic accounting insights from our superior fundamental data to show you what the results actually mean for investors.

Stocks discussed in this Earnings Watch Party include Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), Deere (DE), Alibaba (BABA), Analog Devices (ADI), and more.

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This article was originally published on August 21, 2026.

Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.

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